-5.1%
DASH vs HDB
-22.7%
+17.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.5% | -10.9% | -10.2% |
| 7D | +0.5% | +13.3% | -12.8% | -5.5% |
| 30D | -7.1% | +10.2% | -17.2% | -11.4% |
| 3M | -13.2% | +3.6% | -16.8% | -14.9% |
| 6M | +8.3% | -0.5% | +8.8% | +7.5% |
| YTD | -20.6% | -32.4% | +11.8% | -4.9% |
| 1Y | -24.4% | -31.1% | +6.7% | -10.6% |
| 3Y | +94.5% | -12.6% | +107.1% | +91.2% |
| 5Y | -9.4% | -25.7% | +16.2% | -7.5% |
| All | -5.1% | -22.7% | +17.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling